Blue Zone Wealth Advisors, LLC DHR DANAHER CORPORATION

Ownership history in Blue Zone Wealth Advisors, LLC  ·  8 quarters on record

AI Ownership Summary

Blue Zone Wealth Advisors, LLC reported DANAHER CORPORATION (DHR) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 1.37% in 2024 Q3. The latest visible filing shows DHR at 0.99% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DHR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Blue Zone Wealth Advisors, LLC's position in DANAHER CORPORATION, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

DHR was reported at 0.99% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.37% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Blue Zone Wealth Advisors, LLC held DHR — position size vs. price
% of Fund (quarterly)    DHR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 22,712 +202 +0.9% 0.99% $5.2M 2026-01-21 $241.54
2025 Q3 ADDED 22,510 +827 +3.8% 0.89% $4.5M 2025-10-15 $205.38
2025 Q2 ADDED 21,683 +2,462 +12.8% 1.07% $4.3M 2025-07-24 $201.74
2025 Q1 ADDED 19,221 +2,443 +14.6% 1.09% $3.9M 2025-04-11 $187.44
2024 Q4 ADDED 16,778 +885 +5.6% 1.11% $3.9M 2025-01-30 $221.22
2024 Q3 ADDED 15,893 +1,044 +7.0% 1.37% $4.4M 2024-10-07 $266.23
2024 Q2 ADDED 14,849 +2,337 +18.7% 1.28% $3.7M 2024-07-12 $244.11
2024 Q1 INITIATED 12,512 1.07% $3.1M 2024-04-18 $233.63

FAQ About Blue Zone Wealth Advisors, LLC and DHR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Blue Zone Wealth Advisors, LLC reported owning DHR?

Blue Zone Wealth Advisors, LLC reported DHR across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported DHR position in Blue Zone Wealth Advisors, LLC's portfolio?

The largest reported portfolio weight for DHR was 1.37% in 2024 Q3.

What is the latest reported DHR position on this page?

The most recent filing on this page is 2025 Q4, when Blue Zone Wealth Advisors, LLC reported 22,712 shares, equal to 0.99% of portfolio, with an estimated market value of $5.2M.

What does the chart on this DHR ownership page compare?

The chart compares Blue Zone Wealth Advisors, LLC's quarterly DHR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Blue Zone Wealth Advisors, LLC time their DHR position?

Based on 13F filing dates vs. subsequent DHR price moves, Blue Zone Wealth Advisors, LLC correctly timed 5 out of 7 reported position changes (71%). The annualised alpha on DHR relative to SPY over the holding period was -15.9%.

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